Position in CVI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$220
New position
Shares Held
8
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#207
of 221 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $269,952 across 7 Oil & Gas Refining & Marketing names. CVI ranks #5 (0.1% of the industry book) .
All Filings in CVI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220 | 8 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||